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Technology Stocks : Creative Labs (CREAF) -- Ignore unavailable to you. Want to Upgrade?

To: Brian Lempel who wrote (5997)	11/21/1997 4:22:00 PM
From: Jon Tara	Respond to of 13925

Two more risks that I failed to mention: 1. We are at the high end of a trading range, trying to break-out. Better to buy the breakout or a pullback from the breakout (which is what I THOUGHT I was doing!), or the low end of the trading range, than to anticipate the breakout. I'd consider 30 or higher to be a better breakout. 2. CREAF actually has a higher % of sales to Asia than I thought that they have. They are down to 23% from 30%, with the U.S. more than making up for it. But this is still significant risk. It's interesting that the market looks at this % in CREAF and sees the glass half full, then looks at a lower % in SUNW and sees the glass half empty! However, CREAF has the advantage of production in Asia, and so the balance still tips in their favor on Asian weakness, as long as they are making most of their sales outside of Asia. But there could be a little gasp as the little news piece that had these figures in it gets further reading, leading to some short-term weakness as some investors reflect on perhaps a higher Asian figure than they had thought. (The figure's always been there, but the article gave it some focus.)